Northlake’s Market Cap model shifted from Mid Cap to Small Cap for November. As a result, client positions in the S&P 400 Mid Cap (MDY) have been swapped into the Russell 2000 (IWM). There was not change in the Style model, which is recommending Growth for the second consecutive month after a long run at […]
Northlake’s Style model shifted from value to growth for October. As a result, all client positions invested in this model have been shifted from the Russell 1000 Value (IWD) to the Russell 1000 Growth (IWF). The Market Cap model remains on a mid cap signal for October, so current client positions in the S&P 400 […]
Despite a number of changes in the underlying indicators and a volatile month of trading for the market in August, here were no changes to the signals from Northlake’s Market Cap and Style models for September. As a result, client positions following the models will again be held in the S&P 400 Mid Cap (MDY) […]
There were no changes to Northlake’s models for August. The Market Cap model continues to recommend Mid Cap and the Style model still favors Value. As a result, client assets dedicated to these models will be maintained in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD). The Market Cap model had […]
There were no changes to Northlake’s Market Cap and Style model for July. The Market Cap model continues to recommend Mid Cap (MDY) and the Style model still favors Value (IWD). As a result of the new signals, client assets invested with the models will continue to maintain holdings in MDY and IWD. The indicators […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for June. The favored signals remain mid cap and value. As a result, all client positions tracking the models will be maintained for at least another month. Mid cap and value are represented in portfolios by the S&P 400 (MDY) and […]
Due primarily to trend and technical indicators, Northlake’s Market Cap model shifted from small cap to mid cap for May. As a result, all client positions following the model previously invested in the Russell 2000 (IWM) have been sold and proceeds reinvested in the S&P 400 Mid Cap (MDY). This change continues an unusually volatile […]
After several months with one or both models changing signals, the April signals showed stability. For the second consecutive month, the Market Cap model is recommending small cap and the Style model is recommending value. The small cap signal remains borderline but the value signal has moved into strong territory. This suggests that value will […]
For the first time in many years, both of Northlake’s models changed their recommendations in the same month. For February, the Market model shifted from large cap to mid cap and the Style model shifted from value to growth. As a result of these changes, all client positions in the S&P 500 (SPY) and the […]
There are no changes to the signals from Northlake’s models for January. For the second consecutive month, the Market Cap model favors large caps. The Style model remains on a Value signal, as it has since August 2012. As a result of this month’s signals, there will be no changes to client investments based on […]
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
